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Think-tank

A navy blue outline of iconic landmarks in London, England, with a red setting sun.

Our annual Momentum Global Investment Management Think-Tank investment conference gives our largest intermediary and wealth management clients substantive investment thinking and ideas rather than the more typical ‘product push/sales’ event, which we strictly avoid.

Day 1

Global economic outlook: A narrow path to a soft landing - Ravi Balakrishnan (pdf)
Video (Youtube)
Investing in generative AI: The fourth era of computing - Mark Baribeau (pdf)
Video (Youtube)
Dynamic theme machine: The next generation of thematic investing - Mike Chen (pdf)
Video (Youtube)
Financials credit: Banks, digitalisation and AT1s bond - Luca Evangelisti(pdf)
Video (Youtube)
Full day video (Youtube)


Day 2

Active risk management: Our focus on stability in an uncertain world - James Knoedler & Cristina Dyer (pdf)
Video (Youtube)
Valuation discovery in private equity and venture capital - Ben Wilkinson (pdf)
Video (Youtube)
We design, build and run the technology that powers the future of payments - Mike Walters (pdf)
Video (Youtube)
Listed opportunities in real assets - Gary Moglione & Richard Parfect (pdf)
Video (Youtube)
Back to basics in 4IR: Thinking, fast… and slow - David Merklin (pdf)
Video (Youtube)
Full day video (Youtube)


Day 3

Unlock the art of investing - Ray Mhere (pdf)
Video (Youtube)
The world is your oyster: Seizing global equity opportunities - Lorenzo La Posta (pdf)
Video (Youtube)
Redrawing the political lines of global influence - Sanisha Packirisamy (pdf)
Redrawing the political lines of global influence - Richard Stutley (pdf)
Video (Youtube)
Unlocking value with analytical and generative AI in investments: Practical use cases - Tommaso Migliore (pdf)
Video (Youtube)
Multi-asset-class investing: A portfolio for all seasons - Alex Harvey (pdf)
Video (Youtube)
Think-Tank round up - Glyn Owen (pdf)
Video (Youtube)
Full day video (Youtube)


Highlights video

Video (Youtube)

Day 1

The rocky road back to normal times - Kallum Pickering (pdf)
Not the Japan you’d expect: Opportunities through growth and innovation - Sophia Li
The global spectrum of growth - Mark Baribeau (pdf)
Surfing the ocean of alternative data to reach new investment heights - Weili Zhou (pdf)
The role of bonds today in multi-asset portfolios - Alex Harvey (pdf)
Opportunities in corporate credit - Tatjana Greil Castro (pdf)


Day 2

Sustainable investments in Asia: Challenges and opportunities - Lisa Lim (pdf)
China: A temporary blip or heading towards Japanification? - Adrian Petreanu (pdf)
New Paradigms - Dan O’keefe (pdf)
Consumer Duty and the evolving landscape for advisers - Heather Hopkins (pdf)
Developments at Momentum - Ferdi Van Heerden (pdf)


Day 3

Soft landing, hard landing, no landing? - Jeremy Stretch (pdf)
Competitive advantage and inflation protection: Fasten seatbelt during take off and landing - Sunil Thakor (pdf)
The evolving opportunity within renewable environmental assets - Chris Tanner (pdf)
AI-driven asset allocation - Tommaso Migliore (pdf)

September 2022

Introduction - Andrew Hardy (YouTube)
Euro area outlook: Expansion runs out of gas - Greg Fuzesi (YouTube)
Euro area outlook: Expansion runs out of gas - Greg Fuzesi (pdf)
Is value still cheap, and where are the opportunities today? - Patrick Meegan (Youtube)
Is value still cheap, and where are the opportunities today? - Patrick Meegan (pdf)
China & Hong Kong: Connect or disconnect? - Tom Naughton (YouTube)
China & Hong Kong: Connect or disconnect? - Tom Naughton (pdf)
Structural growth investing in challenging economic times - Mark Baribeau (YouTube)
Structural growth investing in challenging economic times - Mark Baribeau (pdf)
Diversifiers to the rescue - Fred Ingham (YouTube)
Diversifiers to the rescue - Fred Ingham (pdf)
Helping fund a solution to the UK homelessness crisis - Gareth Jones (YouTube)
Helping fund a solution to the UK homelessness crisis - Gareth Jones (pdf)
A sunny disposition (effect) may cast a shadow on investment advice - Paul Nixon (YouTube)
A sunny disposition (effect) may cast a shadow on investment advice - Paul Nixon (pdf)
Sustainability and resilience in emerging markets - Ashish Swarup (YouTube)
Sustainability and resilience in emerging markets - Ashish Swarup (pdf)
What is venture and growth capital, and how to generate sustainable returns - Tim Creed (YouTube)
What is venture and growth capital, and how to generate sustainable returns - Tim Creed (pdf)
Schroders portfolio case study - Tim Sadler(YouTube)
Schroders portfolio case study - Tim Sadler (pdf)
Ahead of the disruption - Martin Riekert (Youtube)
Ahead of the disruption - Martin Riekert (pdf)
Inflection Point: Risks and opportunities in a changing global economic order - Gurpreet Gil (Youtube)
Inflection Point: Risks and opportunities in a changing global economic order - Gurpreet Gil (pdf)
The best of both worlds: Sustainability and factor investing - Wilma de Groot (Youtube)
The best of both worlds: Sustainability and factor investing - Wilma de Groot (pdf)
Outlook and opportunities in emerging market debt - Gustavo Medeiros (Youtube)
Outlook and opportunities in emerging market debt - Gustavo Medeiros (pdf)
Multi-asset investing: Greater than the sum of its parts - Alex Harvey (Youtube)
Multi-asset investing: Greater than the sum of its parts - Alex Harvey (pdf)
The role of infrastructure in an inflationary and normalising rate environment - Giles Frost (Youtube)
The role of infrastructure in an inflationary and normalising rate environment - Giles Frost (pdf)
Think-Tank round up - Glyn Owen (pdf) (Youtube)

14 September 2021

Introduction - Andrew Hardy (YouTube)
Inflation: Transitory or persistent? (YouTube)
Inflation: Transitory or persistent? (pdf)
Value Investing: Alive and kicking? - Ian Lance(Youtube)
Value Investing: Alive and kicking? - Ian Lance(pdf)
Accessing innovative growth opportunities in private companies - Richard Watts (YouTube)
Accessing innovative growth opportunities in private companies - Richard Watts (pdf)
Insurtech - disrupting the insurance industry - Julian Teicke (YouTube)
Insurtech - disrupting the insurance industry - Julian Teicke (pdf)

15 September 2020

Reflections on our journey in the past year - Jeanette Marais (YouTube)
Investing in a post-pandemic world - Monica Defend (Youtube)
Investing in a post-pandemic world - Monica Defend (pdf)
“May you live in interesting times”:China in the 2020s - James Morton (YouTube)
“May you live in interesting times”:China in the 2020s - James Morton (pdf)
Energy Transition: Timelines and hurdles - Alex O'Cinneide (YouTube)
Energy Transition: Timelines and hurdles - Alex O'Cinneide (YouTube)

16 September 2021

Can valuations of secular growth stocks be sustained? - Mark Baribeau (YouTube)
Can valuations of secular growth stocks be sustained? - Mark Baribeau (pdf)
Property Investing: Different thinking for different times - Andrew Jones(YouTube)
Property Investing: Different thinking for different times - Andrew Jones (pdf)
Investing in Royalties: Music to your ears (Youtube)
Think-Tank round up - Glyn Owen (Youtube)
Can the bull market continue? - Steven Bell (pdf)

23 September 2020

Pandemics, portfolios and potential - Alex Harvey (YouTube)
Pandemics, portfolios and potential - Alex Harvey (pdf)
Value Investing: Poking Holes in the Popular Narrative - Andrew Wellington (YouTube)
Value Investing: Poking Holes in the Popular Narrative - Andrew Wellington (pdf)
Can secular growth stocks sustain current valuations? - Mark Baribeau (YouTube)
Can secular growth stocks sustain current valuations? - Mark Baribeau (pdf)
Round up - Glyn Owen (YouTube)

22 September 2020

Playbook: Navigating new waters: what lies ahead - Joe McDonnell (YouTube)
Playbook: Navigating new waters: what lies ahead - Joe McDonnell (pdf)
Finding factors in fixed income - Jean Marie Dumas (YouTube)
Finding factors in fixed income - Jean Marie Dumas (pdf)
Integrating ESG into Factor Investing - Jan De Koning (YouTube)
Integrating ESG into Factor Investing - Jan De Koning (pdf)
Capturing sustainable growth in emerging markets - Brian Christiansen (YouTube)
Capturing sustainable growth in emerging markets - Brian Christiansen (pdf)
Think- Tank virtual wine experience (YouTube)

21 September 2020

Intro and update - James Klempster and Jeanette Marais (YouTube)
Can the bull market continue? - Steven Bell (YouTube)
Can the bull market continue? - Steven Bell (pdf)
Desert island investments among US small and mid-caps - Drew Beja (YouTube)
Desert island investments among US small and mid-caps - Drew Beja (pdf)
Shine on: Gold’s lustre - Ned Naylor-Leyland (YouTube)
Shine on: Gold’s lustre - Ned Naylor-Leyland (pdf)

Explore global equity with the 'Magnificent Eleven

A beach, sand and grass representation of the globe to showcase Momentum Investments global equity offering.

On 14 March we held a webinar where we discussed our outlook for global equity markets, the ‘Magnificent Eleven’ investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

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